Vanguard Group
ZEO

Vanguard Group’s Zeo Energy ZEO Stock Holding History

Vanguard Group’s Portfolio ZEO Stock Details ZEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$434K Buy
398,156
+145,591
+58% +$199K ﹤0.01% 3971
2025
Q3 		$341K Sell
252,565
-105,863
-30% -$213K ﹤0.01% 4034
2025
Q2 		$1.04M Buy
358,428
+206,465
+136% +$432K ﹤0.01% 3732
2025
Q1 		$229K Buy
151,963
+88,953
+141% +$196K ﹤0.01% 4042
2024
Q4 		$216K Buy
+63,010
New +$104K ﹤0.01% 4094

Other funds holding ZEO

PSC
Piper Sandler & Co Minneapolis, Minnesota $102M AUM 0.13% 1-Year Est. Return
CFG
Citizens Financial Group Providence, Rhode Island $7.19B AUM 23.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TCBWMS
Texas Capital Bank Wealth Management Services Dallas, Texas $1.68B AUM 21.72% 1-Year Est. Return
GLF
Groupe la Francaise Paris, France $7.29B AUM 37.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SAMH
Shanda Asset Management Holdings Tortola,, British Virgin Islands $1.85B AUM 36.09% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Vanguard Group's ZEO Position: Q4 2025 in Review

Vanguard Group increased its Zeo Energy (ZEO) stake by 58% in Q4 2025, buying an estimated $199K and bringing the position to 398,156 shares worth $434K. The position accounts for ﹤0.01% of the portfolio, ranked #3971.

Vanguard Group first reported a position in ZEO in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.04M in Q2 2025. 32 funds tracked by Wall St. Rank hold ZEO as of Q4 2025.

  • Vanguard Group held 398,156 shares of Zeo Energy worth $434K as of Q4 2025.
  • Vanguard Group bought 145,591 Zeo Energy shares in Q4 2025, an estimated $199K.
  • Zeo Energy made up ﹤0.01% of Vanguard Group's portfolio in Q4 2025, its #3971 holding.
  • Vanguard Group first reported a position in Zeo Energy in Q4 2024 and has held it in 5 quarters since.
  • Vanguard Group's Zeo Energy position peaked at $1.04M in Q2 2025.
  • 32 funds tracked by Wall St. Rank held Zeo Energy as of Q4 2025.

Based on Vanguard Group's 13F filing for Q4 2025, filed 29 Jan 2026.